CreativeOne Wealth’s Linde LIN Stock Holding History

CreativeOne Wealth’s Portfolio LIN Stock Details LIN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$404K	Sell	778 -81	-9%	-$41K	0.01%	876
2026 Q1	$426K	Buy	859 +335	+64%	+$158K	0.01%	868
2025 Q4	$224K	Sell	524 -115	-18%	-$49.3K	0.01%	1078
2025 Q3	$304K	Buy	639 +20	+3%	+$9.47K	0.01%	942
2025 Q2	$291K	Buy	619 +69	+13%	+$31.5K	0.01%	927
2025 Q1	$256K	Buy	550 +42	+8%	+$18.9K	0.01%	914
2024 Q4	$213K	Sell	508 -2,599	-84%	-$1.18M	0.01%	1001
2024 Q3	$1.48M	Buy	3,107 +528	+20%	+$241K	0.05%	331
2024 Q2	$1.13M	Sell	2,579 -294	-10%	-$129K	0.06%	299
2024 Q1	$1.33M	Buy	+2,873	New	+$1.24M	0.05%	317
2022 Q2	–	Sell	-676	Closed	-$216K	–	766
2022 Q1	$216K	Sell	676 -56	-8%	-$17.3K	0.01%	684
2021 Q4	$254K	Buy	732 +41	+6%	+$13.3K	0.01%	640
2021 Q3	$203K	Buy	+691	New	+$210K	0.01%	664

Other funds holding LIN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

CreativeOne Wealth's LIN Position: Q2 2026 in Review

CreativeOne Wealth reduced its Linde (LIN) stake by 9.4% in Q2 2026, selling an estimated $41K and leaving 778 shares worth $404K. The position accounts for 0.01% of the portfolio, ranked #876.

CreativeOne Wealth first reported a position in LIN in Q3 2021 and has held it in 13 quarters since. The position peaked at $1.48M in Q3 2024. 2,341 funds tracked by Wall St. Rank hold LIN as of Q2 2026.

CreativeOne Wealth held 778 shares of Linde worth $404K as of Q2 2026.
CreativeOne Wealth sold 81 Linde shares in Q2 2026, an estimated $41K.
Linde made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #876 holding.
CreativeOne Wealth first reported a position in Linde in Q3 2021 and has held it in 13 quarters since.
CreativeOne Wealth's Linde position peaked at $1.48M in Q3 2024.
2,341 funds tracked by Wall St. Rank held Linde as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.